Your accounting software does not provide the approval processes you need

Too much time is spent on identifying and chasing Approvers

Control over how the approvals are actually performed is very limited

Bill Approval Workflow powered by ApprovalMax

Each Bill is reviewed and approved in accordance with company policies. Approvers receive all the related information, either in the Bill fields or as attachments. There is no need to access the accounting software for Bill approval.

Key capabilities

Multi-Step andMulti-Level Approvals

Sophisticated approval workflows enable setting up rule-based conditional, sequential, and parallel approvals as well as flexibly defining approver roles. Approval routing rules are captured in the Approval Matrix by the Administrator.

Notifications and Reporting

Automatic notifications for Approvers and real-time report views of the approval progress help identify approval process bottlenecks and aid the forecast of delays. Audit reports are available in your accounting platform.

Web and Mobile Apps

Maximum ease of use and configuration for business users. Our app provides support for any work scenario, including mobile and web options, we well as the integration with email services.

How it works

Bills are created in your accounting software or pushed to it from an OCR system

2

ApprovalMax pulls all Bills with the status "Pending approval" and initiates the approval process

3

Each Bill is routed according to the workflow settings and assigned to the appropriate manager for the defined authorisation level

4

Approvers receive approval requests including all the related information, either in the Bill fields or as attachments

5

On its approval via the web or mobile app, the Bill is assigned the status "Awaiting payment" and the accountant is notified about the approval

6

An audit report is created for the approved Bill, including the Approvers' names, dates, etc.

Why use ApprovalMax for Bill Approval?

Approvers are taken out of your accounting software

Visibility and control is established for the entire approval process

Compliance, accountability, and audit readiness is ensured

Higher process efficiency and team productivity is achieved

Pre-integrated Data Entry / OCR Apps

Pre-integrated with Xero, ApprovalMax works seamlessly with the data entry apps from the Xero ecosystem: Datamolino, EzzyBills and Receipt Bank.

AUTOENTRY

Implement multi-step approval workflows based upon specific criteria for users in your organisation, and approve invoices and purchase orders outside of Xero, once they have been pushed from AutoEntry.